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全球芯片短缺终于波及到了苹果

全球芯片短缺终于波及到了苹果

AARON PRESSMAN 2021年04月09日
之所以出现短缺,主要因为去年汽车制造商和其他一些行业预计疫情将打击产品需求,所以大幅削减了芯片订单。

硅片短缺似乎终于冲击到全球最大的芯片消费帝国之一:苹果。

芯片供应紧张的影响已从汽车领域蔓延到游戏机和电视机等一系列产品,iPhone制造商苹果也一直在努力克服困难。但周四日经亚洲一份报告警告称,由于芯片和显示组件供应紧张,尽管没影响到iphone,苹果还是被迫推迟部分笔记本电脑和iPad生产。

之所以出现短缺,主要因为去年汽车制造商和其他一些行业预计疫情将打击产品需求,所以大幅削减了芯片订单。然而很多行业的衰退并不如预期剧烈,反而笔记本电脑、网络摄像头和其他使用芯片的科技设备相当热销。全球供应链网络也因此承压,因为只有英特尔、台积电和三星等少数几家公司有能力制造最先进的芯片。

苹果为ipad、iphone和一些Mac电脑自行设计了芯片,但需要台积电生产。其产品则使用了来自众多制造商的数十种芯片,主要用于Wi-Fi、5G连接和电池电源管理等功能。

苹果拒绝就该报道向日经发表评论,《财富》杂志联系该公司置评,收到回复后将更新本报道。

2021年苹果股票曾下跌4%,但在后来交易中上涨了1%。分析师预计苹果一季度收入将达到768亿美元。4月28日苹果将公布业绩。

1月在上一季度财报电话中,苹果首席执行官蒂姆·库克并未直接提及全球芯片制造危机,不过首席财务官卢卡·梅斯特里表示,“供应存在一定程度的紧张”,所以两款手机型号的需求没能跟上。无论全球芯片短缺情况如何,新款iPhone上市后几个季度里苹果都要直面该问题。

高通公司是iPhone芯片的主要供应商,1月财报电话会议上曾多次提及芯片供应存在问题。“该行业受到各种限制因素,需求大大超过供给,”首席财务官阿卡什·帕尔希瓦拉表示。“我之前说过,全行业的供应链承压现象很普遍,并不只是手机,”高通公司新任首席执行官克里斯蒂亚诺•阿蒙补充说。(财富中文网)

译者:冯丰

审校:夏林

硅片短缺似乎终于冲击到全球最大的芯片消费帝国之一:苹果。

芯片供应紧张的影响已从汽车领域蔓延到游戏机和电视机等一系列产品,iPhone制造商苹果也一直在努力克服困难。但周四日经亚洲一份报告警告称,由于芯片和显示组件供应紧张,尽管没影响到iphone,苹果还是被迫推迟部分笔记本电脑和iPad生产。

之所以出现短缺,主要因为去年汽车制造商和其他一些行业预计疫情将打击产品需求,所以大幅削减了芯片订单。然而很多行业的衰退并不如预期剧烈,反而笔记本电脑、网络摄像头和其他使用芯片的科技设备相当热销。全球供应链网络也因此承压,因为只有英特尔、台积电和三星等少数几家公司有能力制造最先进的芯片。

苹果为ipad、iphone和一些Mac电脑自行设计了芯片,但需要台积电生产。其产品则使用了来自众多制造商的数十种芯片,主要用于Wi-Fi、5G连接和电池电源管理等功能。

苹果拒绝就该报道向日经发表评论,《财富》杂志联系该公司置评,收到回复后将更新本报道。

2021年苹果股票曾下跌4%,但在后来交易中上涨了1%。分析师预计苹果一季度收入将达到768亿美元。4月28日苹果将公布业绩。

1月在上一季度财报电话中,苹果首席执行官蒂姆·库克并未直接提及全球芯片制造危机,不过首席财务官卢卡·梅斯特里表示,“供应存在一定程度的紧张”,所以两款手机型号的需求没能跟上。无论全球芯片短缺情况如何,新款iPhone上市后几个季度里苹果都要直面该问题。

高通公司是iPhone芯片的主要供应商,1月财报电话会议上曾多次提及芯片供应存在问题。“该行业受到各种限制因素,需求大大超过供给,”首席财务官阿卡什·帕尔希瓦拉表示。“我之前说过,全行业的供应链承压现象很普遍,并不只是手机,”高通公司新任首席执行官克里斯蒂亚诺•阿蒙补充说。(财富中文网)

译者:冯丰

审校:夏林

The shortage of silicon chips finally seems to be squeezing one of the world’s biggest spenders on chips: Apple.

The iPhone maker had been sailing above the supply constraints that have impacted manufacturing across a wide range of products, from cars to video-game consoles to TV sets. But a report on Thursday from Nikkei Asia warned that Apple was forced to postpone manufacturing some laptops and iPad tablets, though not iPhones, owing to tight supplies of chip and display components.

The global chip shortage came about after carmakers and some other industries last year slashed orders for microprocessors, anticipating that the pandemic would hit demand for their products. But the economic downturn was not as steep as expected in many sectors and actually ignited a boom in sales of laptops, web cameras, and other tech gear laden with chips. That put a pinch on the global supply chain network, as only a few companies like Intel, Taiwan Semiconductor Manufacturing Co. (TSMC), and Samsung can produce the most advanced chips.

Apple designs its own chips for iPads, iPhones, and some Mac computers but relies on TSMC to produce the chips. Its products also use dozens of chips from a wide array of manufacturers for added functions like Wi-Fi, 5G connectivity, and battery power management.

Apple declined to comment to Nikkei about the report. Fortune reached out to the company for comment and will update this story if a response is received.

Shares of Apple’s stock, which had previously lost 4% in 2021, were up 1% in midday trading. Analysts are anticipating that Apple brought in $76.8 billion in revenue in the first quarter. The company reports its results on April 28.

Apple CEO Tim Cook made no direct reference to the global chip manufacturing crisis in January during Apple’s last quarterly earnings call, though CFO Luca Maestri said that the company hadn’t kept up with demand for two phone models owing to “some level of supply constraints.” That has been a common issue for Apple in quarters when new iPhones go on sale, regardless of the global chip shortage.

Qualcomm, a key supplier of iPhone chips, repeatedly cited chip supply problems as an issue on its January earnings call, however. “We are seeing demand significantly outpacing supply given the constraints affecting the industry,” CFO Akash Palkhiwala said. “The supply chain situation, I said earlier, has been broad across the industry, is not unique to handset,” new Qualcomm CEO Cristiano Amon added.

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